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I have figured that it is not deductible on the federal tax return per Rev. Rul. 81-194.

Supporting links:
IRS Revenue Ruling 81-194
https://www.ftb.ca.gov/forms/updates/2006/540_Booklet.shtml...

As I understand, the full form of CAVDI is California Voluntary Disability Insurance. However, in spite of the word "Voluntary" in there, I am not sure if this is considered voluntary or mandatory.
...

Oh! I thought it was not deductible based on opinion in this thread:
https://www.askmehelpdesk.com/taxes/cavpdi-458007.html

I have also found similar opinions at multitude other forums based on...

Hi,

I generally file my taxes using HRBlock, and it has never considered the amount in CAVDI as deductible for my federal tax return.

However, this year, I noticed that it has a separate...

Last year, I did file the MA MFS tax return claiming the full $3000 rental deduction and sent along a written consent statement from spouse. However, Massachusetts sent a correction in income tax...

Hi AtlantaTaxExpert,

Sorry for another question.

The document (Filing Status) says:
"If taxpayers are married as of the last day of the year but have a Massachusetts residency tax year that...

Awesome! Thank you so much AtlantaTaxExpert. Really appreciate all your help on this forum!

I am sorry I framed my question wrongly. I actually wanted to ask if these options are feasible or not.

Hi AtlantaTaxExpert,


Thanks for all your help, really appreciate it. Just wanted to get some clarifications.


Here are our statuses again:

Myself
- Lived and worked in CA for the entire...

Aah, I did a similar thing last year, when my spouse was a non-resident of CA for the entire tax year.

It indeed seems like it might be hard to do it this year.

"If you are married and file a...

Cool, thanks!

Is this also another alternative?
- MFJ Federal
- full-year CA MFS => for myself
- part-year MA MFS => for spouse
- part-year CA MFS => for spouse

Thanks for your reply.

One question: I was full-year resident in California, and my spouse was part-year resident of Massachusetts and California. And we are now living in California. Shouldn't we...

Hi,

We got married in 2014. I had been living/working in CA, and my spouse had been living/working in MA. My spouse moved to CA in Nov 2015, and we have been living together now.

My spouse has...

Ok thanks. Is it OK that the federal AGI number on CA return will not match the one on federal return?

Thanks AtlantaTaxExpert for your response. However, I did not completely understand it. We are filing federal MFJ but California MFS. To fill out the CA form 540, I generated federal MFS returns for...

The California instruction form says this:

"Do I need to attach a copy of federal Form 1040?
Other than Schedule A (Form 1040) or Schedule B (Form 1040), did you attach any federal forms or...

Massachusetts income tax form instruction says this:

"How Do I Calculate My Rental Deduction If I Am Married Filing Separately?
If married taxpayers file separate returns, they are each entitled...

For example, should MFJ federal return as well as both MFS federal returns use the same thing: either standard deduction or itemized deduction?
Is there any similar restriction for MFS state returns?

Thanks for all the information!

I read through the help articles here (https://ttlc.intuit.com/questions/1901214-how-do-i-prepare-a-joint-federal-return-and-separate-state-returns), here...

Hi,

Last year, we got married. I am working in CA (and was working there for the entire 2014 as well). My spouse was a PostDoc Researcher in PA and moved to MA last year for another PostDoc.
...

Thanks. IRS accepted the return with previous-year AGI as 0!

Hi,

I had filed 1040NR last year by mail, and am trying to e-file 1040 this year. My return got rejected based on AGI from last year's 1040NR. I tried getting electronic PIN from IRS website, but...

Your case is similar to the one posted here: https://www.askmehelpdesk.com/taxes/f-1-opt-h-1b-2012-what-forms-should-use-740864.html

Yup... sorry it was a typo...



Thanks a lot for letting me know about the legal requirement of notifying the employer...

Doing PhD in US on F-1 visa since August 2007...
Getting salary from the university...

I understand that the tax status will change to resident alien this year (2012)... How about FICA taxes?
...

I was afraid that this would be the case... Thanks for confirming that...

My friend came to US in Aug 2007 on F-1 visa. So I understand that his 5-years end in 2011, and he would be a resident alien from Jan 2012.

He will be filing f1040nr and f8843 for the last time...

Just one more thing to clarify... if my fiance's SSN is listed first in the joint savings account, then the money I put in it won't be considered as gift for tax purposes right?? I guess it should...

Thanks a lot for clarifying this for me...

@ma0641: actually online savings accounts like discover and sallie mae give around 1.10%... I know it is still not too high... but still better than...

Hi,

I wanted to open a joint savings account with my fiancé... I was wondering who would be responsible for the taxes on the interest income... Is it the first person listed on the savings...

Awesome... thanks a lot for your reply... really appreciate your help...

thanks AtlantaTaxExpert... I finally got the time to fill out the Form 1040X and Schedule M, and am ready to send them out... Is it OK if I send a printout of the...

thanks AtlantaTaxExpert... I believe I don't have to send any 'as previously filed' or 'amended' tax forms... Only Form 1040X and Schedule M should suffice... Is this correct?

Actually even I noticed this after jagrover posted his findings... but I hv already filed my dual status tax return (with Form 1040 as the controlling document) without the making work pay credit......

As far as I understand from the following text in IRS Revenue Manual, dual status taxpayers with Form 1040 as the controlling document can get the Making Work Pay Credit. Can you explain how can this...

I actually made the opposite error in my original tax return... did not claim MWPC when Form 1040 was the controlling document... I owed taxes to IRS, if I was not claiming MWPC; and they hv already...

Just found what you were referring to... nice find...
Internal Revenue Manual - 3.38.147 International Notices (Cont. 1)

3.38.147.9.8 (01-01-2011)
Making Work Pay and Government Retiree...

Thanks jagrover.. what is your source of info? Did the IRS tell you this?? I hv already filed my income tax return without the Making Work Pay Credit... so don't want to file an amended return unless...

Thanks a lot AtlantaTaxExpert!!

I just now finished talking to IRS (after a long 15 min wait!), and it seems like they should indeed forward the return to the correct facility...

Hi,

I just now realized that I mailed the Federal Tax Return to wrong mailing address this morning.

I filed a dual-status alien income tax return with resident alien status at the end of the...

Any updates??

I hd also called up IRS, and according to them, u need to be resident alien for the entire year to claim Making Work Pay Credit, and hence dual status aliens cannot claim this...

So I guess I am filing my return without the making work pay credit!!

I wonder what tax gurus are doing for dual-status aliens who are actually using their service to file the tax returns...

Also what happens if I claim the making work pay credit on my return, but...

Sorry for the late reply... did not get an email alert for your comment for some reason...

They hd transferred to me the department handling tax credits... they just hd a list of questions to ask...

I called up IRS, and according to them, u need to be resident alien for the entire year to claim Making Work Pay Credit, and hence dual status aliens cannot claim this credit... What to do? I am...

The instructions for Schedule B say:
"Use Schedule B if any of the following applies.
• You had over $1,500 of taxable interest or ordinary dividends."
...
• You had a financial interest in,...

Thanks Mukata.

As I understand, the part I and II of Schedule B will be filled only if the taxable interest or ordinary dividends are over $1,500 respectively.

If they are not over $1,500, but...

Hello,

I understand that we have to fill up the form 90-22.1 if the balance in our foreign bank accounts has exceeded $10,000 anytime during the past year.

Do we have to fill up Schedule B for...

I was wondering if dual-status aliens are allowed to claim Making Work Pay Credit.

My research so far, on this topic, is below:


Definition of Dual-Status Alien:
You are a dual status alien...

So you will file as a non-resident alien, since you haven't yet completed your 5 years. It looks like Windstar is also a non-resident alien tax software, so technically it should work. You are right...